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Confluence Wealth Services’s Zimmer Biomet ZBH Stock Holding History

Confluence Wealth Services’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-26
Closed -$3K – 1211
2021
Q4 		$3K Buy
+26
New +$3.4K ﹤0.01% 1129

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's ZBH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 26 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in ZBH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 26 Zimmer Biomet shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Zimmer Biomet in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Zimmer Biomet position peaked at $3K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.